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FARROW FINANCIAL INC
CRD 110526File 801-15865
APPROVED
Retail clients
Custody
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$280.1M
Below cohort median (national)
Discretionary AUM
$280.1M
Clients
195
573 accounts
Employees
4
Below cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 26, 1981
- Principal office
- 1 KENNEDY DRIVE SUITE U8, SOUTH BURLINGTON, VT, 05403
- Phone
- 802-728-4287
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $280.1M
- Discretionary AUM
- $280.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 573
- Non-discretionary accounts
- 0
- Total accounts
- 573
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $61K |
| High net worth individuals | 99 | $252.7M |
| Individuals (other than high net worth individuals) | 95 | $27.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.